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Welltower
WELL

Overview Fund Activity

757 hedge funds and large institutions have $33.6B invested in Welltower in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 274 increasing their positions, 259 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+4
Holders Change %
+0.53%
% of All Funds
13.29%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
70
Increased
274
Reduced
259
Closed
53
Calls
$107M
Puts
$136M
Net Calls
-$28.8M
Net Calls Change
-$53.2M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$816M
2
Cohen & Steers
Cohen & Steers
New York
+$799M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
+$142M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$115M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$80.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$695M
2
PI
PGGM Investments
Netherlands
-$272M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$234M
4
Macquarie Group
Macquarie Group
Australia
-$151M
5
CIM
Centersquare Investment Management
Pennsylvania
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
351
Brookstone Capital Management
Illinois
$1.03M +$127K +1,520 +14%
AWA
352
Arkadios Wealth Advisors
Georgia
$1M -$1.48K -18 -0.1%
BAMCO Inc
353
BAMCO Inc
New York
$994K -$69K -837 -6%
BPA
354
Beacon Pointe Advisors
California
$989K +$737K +8,950 +293%
Brown Advisory
355
Brown Advisory
Maryland
$977K +$126K +1,535 +15%
Cetera Investment Advisers
356
Cetera Investment Advisers
Illinois
$975K -$19.4K -236 -2%
IRF
357
IBM Retirement Fund
New York
$973K +$3.21K +39 +0.3%
Rockefeller Capital Management
358
Rockefeller Capital Management
New York
$967K +$85.8K +1,042 +10%
ISL
359
Ingalls & Snyder LLC
New York
$951K – – –
MYLI
360
Meiji Yasuda Life Insurance
Japan
$948K -$14.8K -180 -2%
CCA
361
Cadent Capital Advisors
Oklahoma
$942K -$39.2K -476 -4%
SAM
362
Silvercrest Asset Management
New York
$941K – – –
WT
363
Whittier Trust
California
$929K -$10.3K -125 -1%
SPIA
364
Steward Partners Investment Advisory
New York
$919K +$99.9K +1,213 +12%
Vontobel Holding
365
Vontobel Holding
Switzerland
$916K +$916K +11,117 New
SICM
366
Sustainable Insight Capital Management
New York
$898K +$898K +10,899 New
LWAC
367
Laurel Wealth Advisors (California)
California
$896K -$5.03K -61 -0.6%
KRSITF
368
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$896K +$988 +12 +0.1%
Nomura Holdings
369
Nomura Holdings
Japan
$889K +$296K +3,529 +50%
FHB
370
First Hawaiian Bank
Hawaii
$880K -$106K -1,290 -11%
CPIA
371
Cornell Pochily Investment Advisors
New York
$873K +$412 +5 +0%
GBA
372
Garrison Bradford & Associates
New York
$863K – – –
GWM
373
Gray Wealth Management
Maine
$863K +$2.22K +27 +0.3%
SAM
374
Shell Asset Management
Netherlands
$853K +$67.9K +824 +9%
AUB
375
Atlantic Union Bankshares
Virginia
$850K -$23.1K -280 -3%
13 14
15
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